Position in USB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$81,842
+$11,369 QoQ
Shares Held
1,355
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,801
of 2,052 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Ulland Investment Advisors, LLC holds $95,876 across 2 Banks - Regional names. USB ranks #1 (85.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
This page
|
1,355 | $81,842 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
57 | $14,034 |
All Filings in USB
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,842 | 1,355 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $70,473 | 1,355 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $72,302 | 1,355 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $65,487 | 1,355 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $56,200 | 1,242 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $52,437 | 1,242 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $59,404 | 1,242 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $56,796 | 1,242 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $49,307 | 1,242 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $55,517 | 1,242 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $53,753 | 1,242 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $41,060 | 1,242 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $41,035 | 1,242 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $60,996 | 1,692 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $73,788 | 1,692 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $68,221 | 1,692 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $77,865 | 1,692 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $89,929 | 1,692 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $95,039 | 1,692 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||